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Nuveen Core Equity Alpha Fund

40 hedge funds and large institutions have $31.6M invested in Nuveen Core Equity Alpha Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% less ownership

Funds ownership: 17.28%16.27% (-1%)

2% less funds holding

Funds holding: 4140 (-1)

14% less capital invested

Capital invested by funds: $36.8M → $31.6M (-$5.16M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$4.12M +$91.2K +6,358 +2%
GC
2
Guggenheim Capital
Illinois
$3.78M +$609K +42,439 +16%
AAM
3
Advisors Asset Management
Colorado
$2.79M -$1.66M -115,667 -33%
Morgan Stanley
4
Morgan Stanley
New York
$2.75M +$451K +31,442 +16%
Invesco
5
Invesco
Georgia
$2.65M +$382K +26,651 +14%
Cohen & Steers
6
Cohen & Steers
New York
$2.35M
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.84M -$196K -13,647 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.55M +$43.1K +3,005 +2%
SFS
9
Shaker Financial Services
Virginia
$1.45M -$2.16M -150,313 -56%
LPL Financial
10
LPL Financial
California
$1.42M +$133K +9,289 +9%
Wells Fargo
11
Wells Fargo
California
$1.35M -$75.7K -5,278 -5%
UBS Group
12
UBS Group
Switzerland
$921K -$10.1K -706 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$829K +$288K +20,063 +42%
Bank of America
14
Bank of America
North Carolina
$427K -$6.54K -456 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$343K +$406K +28,288 New
CA
16
Cetera Advisors
Colorado
$321K
Ameriprise
17
Ameriprise
Minnesota
$310K +$30.8K +2,150 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$289K -$46.5K -3,241 -12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$252K -$1.26K -88 -0.4%
RJT
20
Raymond James Trust
Florida
$237K
IAIM
21
International Assets Investment Management
Florida
$196K +$7.24K +505 +3%
KIM
22
Karpus Investment Management
New York
$189K -$135K -9,380 -38%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$143K -$4.29K -299 -2%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$140K +$166K +11,592 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$136K -$20K -1,397 -11%

JCE Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2022, worth a combined $31.6M — down 14% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JCE and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Guggenheim Capital, adding an estimated $609K. The largest seller was Shaker Financial Services, cutting an estimated $2.16M.

  • 40 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $31.6M of Nuveen Core Equity Alpha Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2022 was Guggenheim Capital, an estimated $609K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2022 was Shaker Financial Services, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2022.